AKGCX Mutual Fund

AKGCX Mutual Fund

NAV$6.05
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Returns Overview

1 Month
-3.47%
3 Months
-4.65%
6 Months
-3.72%
YTD
-4.16%
1 Year
-3.55%
3 Years (annualized)
+3.74%
5 Years (annualized)
-1.31%
10 Years (annualized)
+0.73%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AKGCX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index(^BBUSAI)
This Mutual Fund (YTD)
-4.16%
Peer Avg (YTD)
+0.50%
vs Peers
-4.66%

AKGCX Mutual Fund Performance

AKGCX performance across multiple time periods: 1-month -3.47%, YTD -4.16%, 1-year -3.55%, 3-year 3.74%, 5-year -1.31%, 10-year 0.73%.

AKGCX returns trail the peer average of 0.50% YTD. With an expense ratio of 1.54%, investors should weigh costs against performance when evaluating this mutual fund.

AKGCX vs another fund shows side-by-side returns. AKGCX alternatives are available in the Mutual Fund Screener.